Use case · Professional services firm
Advisory

Client work that
stays connected.

Consulting, advisory, and audit teams federate email, SharePoint, CRM, and engagement docs into one cited workspace — so every partner and analyst picks up the thread, not a stale export.

All use cases
Federation path

Professional services joins
your full stack.

Pr
Professional services
Gyri graph
Client stack
How teams work

From signup to
live workspace.

01

Map engagements

Custom types for clients, matters, and workstreams — linked to live email threads and shared drives.

02

Federate client systems

Connect Microsoft 365, Google Workspace, Slack, and CRM so deal rooms and deliverables share one graph.

03

Cited synthesis for teams

Analysts and partners query prior work, templates, and client context with source links — safe for client-facing output.

04

Buildout on signup

We seed engagement types, default searches, and MCP guides tailored to your firm’s stack.

Federated sources

Stack this team uses.

Typical connectors for this team — swap for your stack during signup.

Microsoft 365 Outlook, Calendar, OneNote Native
Google Workspace Gmail, Calendar, Drive Native
Slack Team comms Native
HubSpot CRM, marketing, sequences Native
Notion Wikis & project docs Native
SharePoint Intranet & file libraries Native
Plan

Required tier

Basic

Basic supports multi-seat teams, client workspaces, and the graph extensions firms need beyond a solo eval.

Compare plans

Start free

Start free to connect three sources and draft your firm buildout. Verify email, connect Claude MCP, send one command — your workspace setup queues automatically.

Your buildout request is saved at signup and queues after you verify email and send your first command through Claude MCP.

Related: Institutional memory for AI

Gyri think verbs

Agents that remember
what they conclude.

Gyri think verbs turn federated search into a research lifecycle — recall prior insights, ground in live CRM, reflect drafts, promote cited conclusions that compound across Claude, Cursor, and stored agents.

think verb=recall

Semantic orient — load prior cited conclusions before you re-derive from scratch.

think verb=ground

FTS-only orient on live federated CRM, email, and Slack — zero embed cost.

think verb=consider

Classify novelty against the workspace corpus before you commit a thesis.

think verb=reflect

Capture drafts, tensions, and questions as typed thoughts on the graph.

think verb=traverse

Multihop GraphQL in one think call — deal → contact → email → ticket.

think verb=fetch

Hydrate full rows by ref when search or traverse surfaced the right node.

Thought verbs deep dive · Claude + Gyri · Cursor + Gyri

Ready to build?

Edit the prepopulated buildout request on signup — we start when Claude MCP connects.

How it works